AI agency workspace setup

Start with a client-ready agency workspace.

Create the operating structure for one bounded AI service, including the client brief, delivery checklist, evidence, and handoff responsibilities.

What opens next

For AI Agency Academy readers ready to turn one reliable workflow into a service.

  • Agency workspace template
  • Client intake structure
  • Delivery and review checklist

A focused first run

Start with the right workspace—not an empty dashboard.

  1. Create your agency workspace

  2. Choose the first service workflow

  3. Set owners, evidence, and client boundaries

Your selected setup is carried into account creation. You can change every workspace setting later.